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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORP Service code 19 · EIN 23-1707341 | Securities Custodian | $614,744 |
ASSOCIATED ADMINISTRATORS, LLC10+ years Service code 13 · EIN 65-1205077 | Contract Administrator | $146,320 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $93,679 |
SCHULTHEIS & PANETTIERI, LLP10+ years Service code 10 · EIN 13-1577780 | Accounting | $51,650 |
KAUFF MCGUIRE & MARGOLIS LLP10+ years Service code 29 · EIN 13-3573855 | Legal | $22,500 |
THE SEGAL COMPANY9 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $4,912 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 0.0%0pp | 2.9%-2.9pp |
| Annual return | 11.67% | 8.39%+3.3pp | 2.37%+9.3pp | 8.39%+3.3pp |
| Employer contribution / active EE | $17,215 | $18,340-6.1% | $17,538-1.8% | $18,340-6.1% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $0 | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |